William Soroka Charitable Trust, Woltman Kaye M Ttee in La Jolla, California (CA)

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William Soroka Charitable Trust, Woltman Kaye M Ttee
Employer Identification Number (EIN)726226331
Name of OrganizationWilliam Soroka Charitable Trust
Secondary NameWoltman Kaye M Ttee
Address5642 Dolphin Pl, La Jolla, CA 92037-7517
SubsectionCharitable Organization
Ruling Date03/2005
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period05/2012
Assets$100,000 to $499,999
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$460,655
Amount of Income$22,035,934
Form 990 Revenue Amount$13,301,407
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $22,035,934 (it was $2,199,971 in 2011)
William Soroka Charitable Trust, Woltman Kaye M Ttee: 

 $22,035,934
Other organizations performing similar types of work: 

 $103,138

Assets in 2012: $460,655 (it was $2,638,427 in 2011)
William Soroka Charitable Trust, Woltman Kaye M Ttee: 

 $460,655
Other organizations performing similar types of work: 

 $338,623

Expenses in 2012: $15,474,823
William Soroka Charitable Trust, Woltman Kaye M Ttee: 

 $15,474,823
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2012: 1.4
William Soroka Charitable Trust, Woltman Kaye M Ttee: 

 1.4
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2012: 99.9%
William Soroka Charitable Trust, Woltman Kaye M Ttee: 

 99.9%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$13,301,407$39,516$0
Contributions, gifts, grants, etc., received$13,286,281
Interest on savings and temporary cash investments$6
Dividends and interest from securities$39,510
Gross rents$0
Gross profit from sales of goods$0
Other income$-1,089
Total expenses and disbursements$15,474,823$16,152$0$15,443,833
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$30,990$16,152$0
Contributions, gifts, grants paid$15,443,833
Excess of revenue over expenses and disbursements$-2,173,416
Net investment income$23,364
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$460,655$279,170
Cash - non-interest-bearing$253,748
Investments-U.S. and state government obligations$0
Investments-corporate stock$382
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$206,283
Other$242
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$460,655
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$0
Net capital loss$-23,301
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$234
Total credits and payments$242
2012 estimated tax payments and 2011 overpayment credited to 2012$242
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$8
Amount to be credited to 2013 estimated tax$8
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$3,933,202
Net value of noncharitable-use assets$3,874,200
Minimum investment return$193,710
Distributable Amount (for 2012)
Distributable amount$193,476
Undistributed Income (for 2012)
Distributable amount for 2012$193,476
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Sean N Parker Foundation314 Lytton Avenue No 200, Palo Alto, CA 94301-1430CA2011-08$432,036,012
2Schmidt Science And Philanthropic Foundation555 Bryant St Num 374, Palo Alto, CA 94301-1704CA2014-09$361,983,271
3W M Keck Foundation550 South Hope Street, Los Angeles, CA 90071-2627CA1959-04$344,489,762
4Scully Memorial Foundation591 Redwood Hwy Ste 3215, Mill Valley, CA 94941-6006CA2013-05$173,086,754
5Windsong Tr, Osco-Bingemann Gigi838 Manhattan Beach Blvd, Manhattan Bch, CA 90266-4933CA2004-09$152,598,012
6S D Bechtel Jr FoundationPO BOX 193809, San Francisco, CA 94119-3809CA2006-10$107,519,324
7Erwin Rautenberg Foundation2811 Wilshire Blvd Ste 570, Santa Monica, CA 90403-4806CA2013-01$68,308,024
8Good Ventures Foundation314 Lytton Ave Ste 200, Palo Alto, CA 94301-1430CA2013-03$61,394,432
9Weingart Foundation1055 W 7th St Ste 3200, Los Angeles, CA 90017-2557CA1952-12$59,508,576
10Stephen Bechtel FundPO BOX 193809, San Francisco, CA 94119-3809CA2007-06$45,000,000
11The@maurice Marciano Family Foundation144 S Berverly Dr Snite 600, Beverly Hills, CA 90212CA2008-04$42,004,085
12San Simeon Fund765 Market St Apt 34d, San Francisco, CA 94103-2040CA2005-11$40,541,388
13Valhalla Charitable Foundation2995 Woodside Rd Ste 400, Woodside, CA 94062-2448CA2004-06$39,613,340
14David And Janet Polak Foundation1725 Green Acres Dr, Beverly Hills, CA 90210-2741CA2014-09$38,372,046
15Tarble Foundation, Tarble Jan Ttee11075 Santa Monica Blvd Ste 150, Los Angeles, CA 90025-7541CA2006-02$35,434,181
16Thornton Foundation1220 Virginia Rd, San Marino, CA 91108-1054CA2004-12$27,721,690
17Jay And Rose Phillips Family Foundation Of California199 Fremont St Fl 20, San Francisco, CA 94105-2288CA2011-11$25,020,734
18The@libra Foundation, Nicholas J Pritzker1 Letterman Dr Ste C-420, San Francisco, CA 94129-2402CA2002-06$24,614,704
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20William Soroka Charitable Trust, Woltman Kaye M Ttee5642 Dolphin Pl, La Jolla, CA 92037-7517CA2005-03$22,035,934
Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

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